Non-Profit and religious organizations serve an important function in society, but the people running them often have limited knowledge of the many tax, payroll, audit, and financial reporting requirements. We offer a wide range of services for non-profit organizations in Tulsa, Oklahoma. Many of our services are listed on this page, but we can provide assistance in many other areas.required by the DOL.
Annual Returns – We assist new nonprofits with the application and prepare Nonprofits 990 returns.
Compiling Your Financial Statement – We provide compilation of financial statements, including monthly, quarterly and annual statements to meet the specific requirements of your board, bank, insurance company, as well as state and federal agencies.
Reviews and Audits of Financial Statements – Often, funding sources or regulatory agencies have requirements for financial statement audits. We offer this service for NPOs receiving state, federal assistance, and funding from other sources.
ERISA Audits and 5500 Reporting – The Department of Labor requires annual audits for all retirement plans with more than 100 participants, including 403 (b) plans. We offer services to meet this require
Payroll Preparation and Payroll Reporting – We offer W-2 and 1099 preparation and monthly, quarterly, and annual payroll returns at affordable rates. Design and Implementation of a Benefits Plan – We offer assistance in the design and implementation of a benefits plan to help improve employee retention and satisfaction. We have assisted nonprofits in designing plans that include health insurance, life insurance, vacation policy, retirement plans, and variable compensation plans for bonuses.
Selection and Implementation of an Accounting System – We can help you select and implement the best accounting system for your organization. We are certified QuickBooks advisors and have experience with Peachtree, Oracle Accounting, Quicken, PeopleSoft, and other systems.